Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Metlife Investors Distribution Company, Equitable Advisors, and Osaic Institutions. Outside of his advisory work, he serves as head coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Matthew Payne is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. He has six years of prior experience with Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Corey Myers is a CFP®-certified financial advisor with 12 years of industry experience, currently with LPL Financial in Charlotte, NC. His prior experience includes roles at OSAIC, Securities America Advisors, IFG Advisory, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Keyton Elmore is a financial advisor at Edward Jones in Indian Trail, NC, with two years of industry experience. He holds a Series 66 designation and has held positions at Principal Securities Inc, Principal Life Insurance Company, and several other firms. Prior to his financial career, he spent six years at the University of Alabama and three years at Shoal Creek Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Vaughn is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Summit Brokerage Services Inc for 12 years before joining LPL Financial in 2019. Vaughn is co-owner of Arbitrage Management Partners, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Stanley Worrell Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Westmoreland is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior roles include positions at The Vanguard Group, Bank of America, and Clemson University. He is also a partner at Makarios Family LLC, an investment-related business based in Fort Mill, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in financial decision-making.

Kristin Laxton is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Hickory Mechanical, Inc. and Lenoir Rhyne. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Chintan Mehta is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, and Park Avenue Securities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nataly Tracy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Raymond James and its affiliated entities since 2017, following a year at Charles Schwab & Co., Inc. Outside of her advisory role, she owns and manages rental real estate properties. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Matini Baruwa Etti is a financial advisor at Merrill with credentials including Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, Matini held roles at Bank of America N.A., KeyBank, Key Investment Services LLC, JPMorgan Chase Bank, and JP Morgan Securities LLC. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages model-based and discretionary investment strategies implemented in partnership with Managed Account Advisors LLC and offers access to a range of investment options integrated with Bank of America’s broader corporate platform.

William Cooper is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a board member for E. C. Griffith Company, a real estate business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

Jonathan Tedesco is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018, following a two-year tenure at Keyence Corporation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to guide clients, primarily acting in an advisory capacity.

Carrington Coulter is a financial advisor at Raymond James & Associates in Charlotte, NC, holding a Series 66 designation with 21 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on a committee at Christ Episcopal Church, managing memorial funds for local projects such as landscaping and improvements. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Rebecca Worlds is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for eight years. In addition to her advisory role, she is an associate at Cygnus Asset Management, where she provides client service support. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and public entities. The firm provides tailored, primarily non-discretionary advisory solutions and maintains capabilities in municipal and public finance through its affiliate network.

Jeff Leichman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over two decades, contributing to various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service Trader. His extensive experience within the company reflects his commitment to exceptional client service and personalized financial guidance. Throughout his career at Fidelity, Jeff has focused on partnering with clients to develop financial plans aimed at achieving their financial goals. His expertise encompasses diverse investment choices and tailored advisory services. Jeff's long tenure at Fidelity demonstrates his dedication to the firm's principles and client-centered approach.

Serena Henry is a financial advisor at Morgan Stanley in Charlotte, NC, with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services with a broad array of investment and planning resources.

Kylan Smith is a financial advisor with Morgan Stanley, holding a Series 66 license and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following nine years at Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Mia Ziring is a financial advisor at Raymond James & Associates with over 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in several business ventures including serving as a general partner and owner in various real estate partnerships and LLCs. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and public entities through a variety of programs, including firm-sponsored wrap fee options and institutional consulting services.